§ 13F · FUND PROFILE
GoodHaven Capital Management, LLC.
AUM · $318M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 123K | $61M | 19.3% | ±0% |
| 2 | GOOGL | ALPHABET INC | 127K | $45M | 14.2% | ±0% |
| 3 | BAC | BANK OF AMER CORP | 423K | $24M | 7.6% | ±0% |
| 4 | JEF | JEFFERIES FINANCIAL GROUP IN | 446K | $22M | 7.0% | ±0% |
| 5 | BLDR | BUILDERS FIRSTSOURCE INC | 229K | $20M | 6.4% | +23% |
| 6 | DVN | DEVON ENERGY CORP NEW | 453K | $19M | 5.9% | ±0% |
| 7 | CB | CHUBB LIMITED | 54K | $19M | 5.8% | ±0% |
| 8 | ARW | ARROW ELECTRS INC | 70K | $15M | 4.7% | ±0% |
| 9 | BN | BROOKFIELD CORP | 347K | $15M | 4.7% | ±0% |
| 10 | LEN/B | LENNAR CORP | 163K | $14M | 4.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOODHAVEN SIGNAL
AC read
GoodHaven Capital Management, LLC is a Other fund managing $318 million in assets. The fund runs a focused portfolio of just 26 positions.
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